See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,128 | $138,044+37.7% | $125,339+51.7% | $134,475+41.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.29% | 750.33%-775.6pp | 572.05%-597.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $23,569 | $5,243+349.5% | $4,814+389.6% | $4,740+397.3% |
| Participant deferral / active EE | $9,900 | $7,799+26.9% | $7,446+33.0% | $6,400+54.7% |
| Admin fee / account holder | $16,026 | $11,571+38.5% | $10,010+60.1% | $11,426+40.3% |